--- title: "General Su Zifeng embarks on her first visit to South Korea after taking office, expected to discuss memory and wafer foundry supply matters" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/278832059.md" description: "AMD CEO Lisa Su will visit South Korea for the first time on March 18, planning to meet with senior executives from Samsung Electronics and Naver to discuss collaboration in the memory and wafer foundry supply chain. This trip emphasizes AMD's commitment to building AI infrastructure and is expected to explore data center cooperation and next-generation AI layouts. AMD has made progress in the CPU field and is preparing to launch the Instinct MI400 series to compete with NVIDIA. Lisa Su hopes to strengthen key supply chain partnerships through this visit" datetime: "2026-03-12T06:43:56.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/278832059.md) - [en](https://longbridge.com/en/news/278832059.md) - [zh-HK](https://longbridge.com/zh-HK/news/278832059.md) --- > 支持的語言: [简体中文](https://longbridge.com/zh-CN/news/278832059.md) | [English](https://longbridge.com/en/news/278832059.md) # General Su Zifeng embarks on her first visit to South Korea after taking office, expected to discuss memory and wafer foundry supply matters According to market news and South Korean media, AMD CEO Lisa Su is expected to fly to South Korea on March 18 to meet with key supply chain partners and senior executives from major technology companies in the region. This will be her first visit to South Korea since taking over as CEO of AMD in 2014, highlighting the urgency and determination of AMD to solidify its core supply chain capacity amid the current wave of large-scale artificial intelligence (AI) infrastructure construction globally. Reports indicate that the highlight of this trip will be the meeting between Lisa Su and the executives of two major South Korean companies, including Samsung Electronics Chairman Lee Jae-Yong and Naver CEO Choi Soo-Young. During this meeting, both parties are expected to discuss collaboration plans in the data center sector and engage in strategic exchanges regarding the layout of next-generation AI infrastructure. As AMD actively moves towards the development of next-generation AI infrastructure capabilities, the company has demonstrated strong ambition. In addition to preparing to launch the Instinct MI400 series products to directly compete with NVIDIA, AMD has also made significant progress in the server CPU sector, giving it the confidence to engage in more aggressive competition with NVIDIA in the agentic AI market. To ensure it can meet the growing demand from customers, Lisa Su is personally taking action to closely align key supply chain partners with AMD. Among these, the key meeting with Samsung Chairman Lee Jae-Yong will focus heavily on the memory and semiconductor sectors. For a long time, AMD has been a key customer of Samsung's high-bandwidth memory (HBM) business and is one of the first companies to successfully obtain HBM3E supply from this South Korean giant. Looking ahead, AMD also expects to become an indispensable part of Samsung's HBM4 capacity allocation. However, the market situation is changing. Samsung's HBM business has now also become an important component of NVIDIA's supply chain, meaning that AMD will face greater difficulty and competitive pressure in obtaining the ideal capacity it once enjoyed. Therefore, ensuring a stable memory supply is undoubtedly Lisa Su's top priority during her trip to South Korea. In addition to memory supply, AMD's collaboration with Samsung in the wafer foundry sector is also reported to deepen further. According to reports, both parties have begun discussions on cooperation for the 2-nanometer advanced process chips required for AMD's future EPYC Venice CPU. This development profoundly indicates that the involvement of South Korean supply chain partners will significantly increase in AMD's future operational blueprint, which is why Lisa Su's visit to South Korea after more than a decade is of great significance. In fact, in the current AI chip market, AMD is facing a severe competitive environment, with its biggest competitor, NVIDIA, heavily favoring the use of "constraints" to maintain market dominance and exerting strict control over the overall supply chain. Just as NVIDIA CEO Jensen Huang made multiple visits to Taiwan and South Korea last year, actively meeting with supply chain executives to ensure capacity advantages for current and future products, Lisa Su is now also taking a proactive approach in the layout of the AI supply chain Therefore, through this milestone trip to South Korea, Lisa Su not only demonstrated AMD's determination to go all out in the AI infrastructure race but also sent a clear signal: in order to break the constraints imposed by competitors in the supply chain, AMD is fully committed to deepening alliances with top technology giants in Asia. 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